Filed August 29, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC2 years Service code 27 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Advisory (Plan) | $11,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,133 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,266 | $54,237-25.8% | $90,281-55.4% | $67,579-40.4% |
| Participation rate | 48.2% | 68.6%-20.4pp | 73.3%-25.0pp | 71.3%-23.1pp |
| Annual return | 17.12% | 37.27%-20.2pp | 78.10%-61.0pp | 378.56%-361.4pp |
| Employer contribution / active EE | $1,003 | $1,846-45.6% | $2,854-64.8% | $2,148-53.3% |
| Participant deferral / active EE | $1,409 | $2,625-46.3% | $3,885-63.7% | $3,539-60.2% |
| Admin fee / account holder | $158 | $123+27.9% | $5,351-97.1% | $142+10.9% |